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Client Services Specialist – Wealth Management Support
Job in
Newport News, Virginia, 23600, USA
Listed on 2026-08-13
Listing for:
PowerToFly
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley seeks a Client Service Associate to provide exceptional service and support Financial Advisors and Private Wealth Advisors. You will cultivate client relationships, process money movements, and answer non-investment questions, while staying current on firm policies and digital tools.
The role emphasizes strong interpersonal skills, excellent Microsoft Office proficiency, and the ability to multi-task in a fast-paced environment.
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